AB ACTIVE ETFS INC (FWD)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
114
Reporting holders
$2.2B
Reported value
0.0%
Held as options
+42
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | $1.3B | 12,254,845 | 0.44% | 14q | +15.4%+$177.6M |
| LPL Financial LLC | $224.0M | 1,512,442 | 0.05% | 11q | +50.0%+$74.7M |
| BANK OF AMERICA CORP /DE/ | $88.4M | 597,024 | 0.01% | 8q | -40.8%-$61.0M |
| Integrated Wealth Concepts LLC | $73.6M | 496,908 | 0.36% | 9q | +16.3%+$10.3M |
| Bleakley Financial Group, LLC | $37.9M | 255,585 | 0.48% | 3q | +6.6%+$2.3M |
| AMERIPRISE FINANCIAL INC | $34.7M | 233,743 | 0.01% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $26.8M | 180,785 | 0.01% | 5q | +146.8%+$15.9M |
| UBS Group AG | $24.2M | 163,561 | 0.00% | 8q | +121.9%+$13.3M |
| ENVESTNET ASSET MANAGEMENT INC | $23.3M | 157,322 | 0.01% | 5q | +233.1%+$16.3M |
| RAYMOND JAMES FINANCIAL INC | $23.2M | 156,601 | 0.01% | 3q | +171.2%+$14.6M |
| GLENMEDE TRUST CO NA | $23.0M | 155,481 | 0.10% | 2q | +2036.0%+$22.0M |
| Tulsa Wealth Advisors, INC | $21.4M | 144,424 | 3.01% | new | NEW |
| Embree Financial Group | $19.4M | 130,678 | 1.94% | 7q | +13.2%+$2.3M |
| JANE STREET GROUP, LLC | $19.1M | 128,750 | 0.00% | 12q | -8.0%-$1.7M |
| Private Advisor Group, LLC | $18.3M | 123,354 | 0.08% | 8q | +234.2%+$12.8M |
| Intrepid Financial Planning Group LLC | $16.3M | 109,732 | 5.52% | 4q | +8.3%+$1.2M |
| KPP Advisory Services LLC | $12.2M | 82,091 | 1.54% | 4q | +11.9%+$1.3M |
| OSAIC HOLDINGS, INC. | $12.1M | 82,014 | 0.01% | 13q | +402.3%+$9.7M |
| Quantum Private Wealth, LLC | $10.9M | 73,382 | 2.79% | 14q | -9.8%-$1.2M |
| TRUIST FINANCIAL CORP | $10.8M | 73,185 | 0.01% | 3q | +378.3%+$8.6M |
| PMG Wealth Management, Inc. | $9.5M | 64,371 | 5.90% | 2q | +6.5%+$578.0K |
| Concurrent Investment Advisors, LLC | $9.5M | 64,294 | 0.08% | new | NEW |
| Eldridge Investment Advisors, Inc. | $9.4M | 63,621 | 1.87% | new | NEW |
| MML INVESTORS SERVICES, LLC | $8.8M | 59,566 | 0.02% | 9q | +200.0%+$5.9M |
| BOS Asset Management, LLC | $8.4M | 56,799 | 1.95% | 9q | +22.1%+$1.5M |
| HighPoint Advisor Group LLC | $7.9M | 53,093 | 0.28% | 2q | +10.3%+$732.0K |
| Colonial River Investments, LLC | $7.6M | 50,978 | 2.15% | new | NEW |
| StoneCrest Wealth Management, Inc. | $7.2M | 48,751 | 2.31% | 5q | -9.3%-$737.9K |
| Rockefeller Capital Management L.P. | $5.6M | 37,759 | 0.01% | 6q | +29.3%+$1.3M |
| VestGen Advisors, LLC | $4.5M | 30,456 | 0.13% | 2q | +4.7%+$204.0K |
| Advisory Services Network, LLC | $4.2M | 28,418 | 0.05% | 9q | +13.3%+$494.7K |
| IFG Advisory, LLC | $4.1M | 27,747 | 0.14% | new | NEW |
| Sanctuary Advisors, LLC | $4.0M | 26,688 | 0.02% | new | NEW |
| Cornerstone Wealth Management, LLC | $3.6M | 24,413 | 0.16% | 2q | +34.8%+$933.0K |
| Global Retirement Partners, LLC | $3.4M | 22,956 | 0.05% | 4q | -2.9%-$102.2K |
| Signature Equity Partners, LLC | $3.4M | 22,901 | 1.56% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.1M | 20,939 | 0.00% | 2q | +805.7%+$2.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.9M | 19,713 | 0.00% | 5q | -44.1%-$2.3M |
| Kingsview Wealth Management, LLC | $2.8M | 19,187 | 0.03% | 7q | +2.2%+$60.0K |
| FLAGSHIP HARBOR ADVISORS, LLC | $2.7M | 18,478 | 0.10% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $2.7M | 18,223 | 0.04% | new | NEW |
| Huntleigh Advisors, Inc. | $2.6M | 17,737 | 0.37% | 7q | +6.7%+$165.5K |
| SFG Wealth Management, LLC. | $2.6M | 17,340 | 0.92% | new | NEW |
| Anderson Financial Strategies, LLC | $2.4M | 18,685 | 1.26% | 3q | -12.9%-$361.1K |
| COZAD ASSET MANAGEMENT INC | $2.1M | 14,089 | 0.13% | 2q | +353.6%+$1.6M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $2.0M | 13,172 | 0.01% | 5q | HELD |
| D. E. Shaw & Co., Inc. | $1.8M | 11,989 | 0.00% | 4q | +438.3%+$1.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 12,687 | 0.00% | new | NEW |
| Trademark Financial Management, LLC | $1.6M | 10,589 | 0.64% | 3q | +21.9%+$281.9K |
| D.A. DAVIDSON & CO. | $1.4M | 9,513 | 0.01% | 3q | +25.9%+$290.2K |
| Worth Financial Advisory Group, LLC | $1.4M | 9,438 | 0.58% | 6q | +0.9%+$12.3K |
| Vise Technologies, Inc. | $1.3M | 8,938 | 0.01% | new | NEW |
| IHT Wealth Management, LLC | $1.2M | 8,305 | 0.03% | 2q | +116.9%+$663.0K |
| Quantinno Capital Management LP | $1.1M | 7,159 | 0.00% | 3q | +18.8%+$168.0K |
| &PARTNERS | $999.2K | 6,746 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $985.6K | 6,654 | 0.00% | 6q | +10.7%+$95.1K |
| Steward Partners Investment Advisory, LLC | $973.3K | 6,571 | 0.00% | 3q | +32.4%+$238.2K |
| MAI Capital Management | $915.8K | 6,183 | 0.00% | 2q | HELD |
| WESPAC Advisors, LLC | $914.3K | 6,173 | 0.45% | new | NEW |
| Sound View Wealth Advisors Group, LLC | $836.3K | 5,646 | 0.05% | new | NEW |
| Gotham Asset Management, LLC | $750.7K | 5,068 | 0.00% | new | NEW |
| Boyer Financial Services, Inc. | $716.7K | 5,211 | 0.61% | 3q | -15.8%-$134.9K |
| WELLS FARGO & COMPANY/MN | $691.9K | 4,671 | 0.00% | 2q | +309.7%+$523.0K |
| Kestra Advisory Services, LLC | $662.5K | 4,473 | 0.00% | new | NEW |
| MORGAN STANLEY | $655.3K | 4,424 | 0.00% | 4q | +34.1%+$166.5K |
| STIFEL FINANCIAL CORP | $643.6K | 4,345 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $592.5K | 4,000 | 0.01% | 7q | HELD |
| PW ADVISORS, LLC \ FL | $590.1K | 3,984 | 0.39% | 2q | -41.2%-$413.3K |
| Equitable Holdings, Inc. | $570.3K | 3,850 | 0.00% | new | NEW |
| Wagner Wealth Management, LLC | $475.3K | 3,209 | 0.09% | 5q | +134.4%+$272.5K |
| Laraway Financial Advisors Inc | $453.7K | 3,063 | 0.28% | 3q | +13.5%+$54.1K |
| Legacy Wealth Advisors, LLC | $442.6K | 2,988 | 0.19% | new | NEW |
| PFG Advisors | $414.4K | 2,798 | 0.02% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $384.2K | 2,594 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $383.5K | 2,589 | 0.00% | new | NEW |
| Walleye Partners, LLC | $350.7K | 2,367 | 0.40% | new | NEW |
| Snowden Capital Advisors LLC | $339.8K | 2,294 | 0.01% | new | NEW |
| Main Street Group, LTD | $319.1K | 2,154 | 0.07% | new | NEW |
| J. Mark Nickell & Co. | $305.6K | 2,063 | 0.24% | new | NEW |
| ROYAL BANK OF CANADA | $303.0K | 2,046 | 0.00% | 3q | +93.0%+$146.0K |
| PRIVATE TRUST CO NA | $300.4K | 2,028 | 0.02% | 6q | +72.4%+$126.2K |
| Stratos Wealth Partners, LTD. | $280.7K | 1,895 | 0.00% | new | NEW |
| Mascagni Wealth Management, Inc. | $278.6K | 1,881 | 0.17% | 2q | HELD |
| Vertex Planning Partners, LLC | $271.7K | 1,834 | 0.04% | new | NEW |
| Baird Financial Group, Inc. | $260.1K | 1,756 | 0.00% | new | NEW |
| World Investment Advisors | $242.6K | 2,235 | 0.00% | 2q | HELD |
| Visionary Wealth Advisors | $237.4K | 1,603 | 0.01% | new | NEW |
| Golden State Wealth Management, LLC | $232.0K | 1,566 | 0.02% | 2q | +153.8%+$140.6K |
| Lido Advisors, LLC | $228.1K | 1,540 | 0.00% | new | NEW |
| BARCLAYS PLC | $182.2K | 1,230 | 0.00% | 2q | HELD |
| Cornerstone Planning Group LLC | $174.1K | 1,324 | 0.02% | 6q | HELD |
| StrongBox Wealth, LLC | $128.1K | 865 | 0.04% | new | NEW |
| BOKF, NA | $111.1K | 750 | 0.00% | new | NEW |
| Triumph Capital Management | $99.8K | 674 | 0.02% | new | NEW |
| Arax Advisory Partners | $96.7K | 653 | 0.00% | new | NEW |
| Betterment LLC | $85.9K | 580,084 | 0.15% | 6q | +0.6% |
| MERCER GLOBAL ADVISORS INC /ADV | $78.2K | 528 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $77.3K | 522 | 0.00% | 3q | +14.2%+$9.6K |
| BlackRock, Inc. | $71.0K | 480 | 0.00% | new | NEW |
| Security National Bank | $60.9K | 411 | 0.01% | 4q | HELD |
Showing the largest 100 of 120 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 114 | $2.2B | 18,181,978 | 47 | 44 | 11 | 0.0% |
| Q1 2026 | 72 | $1.6B | 14,715,750 | 22 | 34 | 5 | 0.0% |
| Q4 2025 | 53 | $1.1B | 10,191,835 | 17 | 25 | 4 | 0.0% |
| Q3 2025 | 36 | $911.6M | 9,033,706 | 6 | 21 | 5 | 0.0% |
| Q2 2025 | 31 | $597.2M | 6,655,915 | 9 | 12 | 7 | 0.0% |
| Q1 2025 | 24 | $415.0M | 5,894,713 | 8 | 12 | 4 | 0.0% |
| Q4 2024 | 16 | $382.8M | 4,834,083 | 3 | 12 | 0 | 0.0% |
| Q3 2024 | 16 | $317.1M | 4,049,271 | 6 | 7 | 2 | 0.0% |
| Q2 2024 | 11 | $264.8M | 3,424,750 | 4 | 5 | 2 | 0.0% |
| Q1 2024 | 8 | $200.4M | 2,767,336 | 3 | 4 | 1 | 0.0% |
| Q4 2023 | 6 | $133.0M | 2,133,499 | 2 | 3 | 0 | 0.0% |
| Q3 2023 | 4 | $70.9M | 1,320,055 | 1 | 3 | 0 | 0.0% |
| Q2 2023 | 3 | $36.0M | 636,609 | 1 | 2 | 0 | 0.0% |
| Q1 2023 | 2 | $4.9M | 94,800 | 2 | 0 | 0 | 0.0% |